USCWA
AGOX icon

U.S. Capital Wealth Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio AGOX Stock Details AGOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-402
Closed -$8.24K – 657
2022
Q4 		$8.24K Buy
+402
New +$8.27K ﹤0.01% 1298

Other funds holding AGOX

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

U.S. Capital Wealth Advisors's AGOX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q1 2023, closing a stake of 402 shares — an estimated $8.24K sold.

U.S. Capital Wealth Advisors first reported a position in AGOX in Q4 2022 and held it in 1 quarter. The position peaked at $8.24K in Q4 2022. 35 funds tracked by Wall St. Rank hold AGOX as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 402 Adaptive Alpha Opportunities ETF shares in Q1 2023, an estimated $8.24K.
  • U.S. Capital Wealth Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Adaptive Alpha Opportunities ETF position peaked at $8.24K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.